Finreon SGKB Carbon Focus - Anteilklasse AC/ DE000A3D05Z4 /
| NAV05.11.2024 | Diff.+0.7600 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 111.5200CHF | +0.69% | thesaurierend | Aktien weltweit | Universal-Investment ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | - | 1.09 | 0.34 | 1.58 | 2.07 | -0.09 | -2.26 | -3.22 | -2.88 | 4.35 | 1.15 | - |
| 2024 | 1.95 | 4.05 | 4.14 | -2.08 | 0.72 | 0.54 | 0.30 | -1.37 | 0.80 | -1.15 | 1.14 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12.12% | 13.47% | 11.54% | -% | -% |
| Sharpe Ratio | 0.65 | -0.19 | 0.78 | - | - |
| Bester Monat | +4.14% | +1.14% | +4.35% | - | - |
| Schlechtester Monat | -2.08% | -1.37% | -2.08% | - | - |
| Maximaler Verlust | -11.47% | -11.47% | -11.47% | - | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Finreon SGKB Carbon Focus I2 | thesaurierend | 108.3900 | +15.46% | - | |
| Finreon SGKB Carbon Focus - Ante... | thesaurierend | 117.0000 | +15.57% | - | |
| Finreon SGKB Carbon Focus A | thesaurierend | 119.8600 | +14.74% | - | |
| Finreon SGKB Carbon Focus - Ante... | thesaurierend | 111.5200 | +12.09% | - | |
| Finreon SGKB Carbon Focus I1 | thesaurierend | 108.0900 | +15.33% | - | |
| Finreon SGKB Carbon Focus C | thesaurierend | 108.1900 | +15.18% | - |
Performance
| lfd. Jahr | +9.20% | ||
|---|---|---|---|
| 6 Monate | +0.28% | ||
| 1 Jahr | +12.09% | ||
| 3 Jahre | - | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +11.52% | ||
| Jahr | |||
